Order adjustment

Order adjustment can be found under section order -> order adjustment

Adjust Orders: Overview and Guidelines

Functionality

The "Adjust Orders" feature allows users to perform mass updates on various order attributes, including:

• Prices on orders

• Custom fields

• Specific fields at the order charge level

• Order remarks

• Adding booking notes

To use this feature effectively, all targeted orders must share a common criterion. Multiple selection criteria can be combined using filter logic to precisely define the scope of adjustments.

Important Considerations

• Irreversible Changes: Mass adjustments cannot be automatically reverted. If necessary, individual reversions must be performed manually using the "Revert" function in the order view. Therefore, we strongly recommend testing changes on a small batch of orders before executing large-scale updates.

• Error Handling: Adjustments will only be applied successfully if no errors are encountered. If errors occur, they must be resolved before reapplying the adjustment.

• Selection Criteria: The applied criteria will be based on the most recent version of active orders. Use a dot (.) as the decimal separator in selection criteria.

• Exclusions: One-off charges, including those in Sales Orders, will be automatically excluded from adjustments.

• Indexation Conflicts: If indexation with a future effective date is applied, it will block any other changes for earlier dates. For example, an indexation dated 2025-10-01 will prevent adjustments on dates prior to that.

Adjustment Options

Effective Change Date

Determines when the changes will take effect. Available options:

• Next Billing Period: Typically matches the "Invoiced to" date of each charge. If multiple "Invoiced to" dates exist within an order, a new order version is created for each date group.

• Next Renewal Date: Corresponds to the effective end date of the order +1 day. Does not apply to "Evergreen" subscription types.

• Fixed Date: A specific user-selected date. Orders with an effective change date later than the specified adjustment date will be excluded.

• Custom Field (Date Type): Uses a predefined date-type custom field with a valid value as the change date.

Price Adjustments

Available options:

• None: No price changes will be applied.

• Price:

  • Change Current Price (%) – Modify the current price by a percentage.

  • Change Current Price (Set Amount & Currency) – Apply a fixed amount adjustment (only for charges in the selected currency).

  • Replace Current Price (Set Amount & Currency) – Overwrite the existing price with a new amount in the selected currency.
    
    Note: Updating only the "Price" without adjusting the "List Price" will most likely affect the discount percentage and discount amount to be decreased or in some cases negative. 
    
    

• List Price:

  • Similar adjustment options as price but applied to the list price.

  • Changing the list price affects both the discount amount and the final price.

• Discount:

  • Replace the current discount percentage.

• List price and discount:

  • Combine changes to both list price and discount.

Examples of Price Adjustments

List Price Change Example

• Increase the list price by 100:

Price Change Example

• Increase the price by 100:

Comparison: Change vs Replace Current Price

• Change: Adjusts the current price by a specific amount or percentage.

  • Formula: New Price = Current Price + Change

• Replace: Replaces the current price with a fixed amount.

  • Formula: New Price = New Value

Note: Percentage-based adjustments cannot be used with "Replace."

Field Adjustments

The "Adjust Orders" feature also supports modifying specific fields at both the order and order charge levels.

Order-Level Adjustments:

• Remarks

Order Charge-Level Adjustments:

• All custom fields

• Billing Period

• Period Alignment

• Alignment Date

• Effective End Date

• Remarks

Booking Notes

Booking notes allow users to append additional information related to order modifications, such as indexation details.